Most successful firms outgrow their business model. Knowing exactly when to pull the switch can be tricky.

While AI search tools have the potential to provide advisors with additional time to spend with clients, experts say query results should be reviewed with a skeptical eye.

A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.

RIAs with $4 billion to $10 billion in AUM can turn their size to their advantage by strategically adopting tech products and processes.

The Carson Group's chief strategy officer talked about moving AI from the back to the front office, keeping the humans in the loop, solving cybersecurity concerns and where she thinks AI is headed in the industry.

U.S. stocks have convulsed in April as investors reacted to twists and turns in Trump's tariff policies.

The legislation blocks a rule that would have forced some cryptocurrency brokers to provide tax information on transactions on their platforms.

Fueled by the rise of artificial intelligence and its associated infrastructure, many technology ETFs have experienced phenomenal growth.

Social media offers a pool of potential clients to advisory firms, but most planners struggle to connect with younger audiences.

Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a hard look at how the different pieces of his tech stack were talking to each other.

Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.

Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech stack flexibility and integration keep such a large organization running.

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

Advisors have all the most sophisticated cybersecurity applications available on the market, but experts say they can't stop the biggest weakness out there.

Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an extremely worthwhile investment.

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.

Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

Jump and Zocks have both recently collaborated with independent broker-dealer Osaic and seen growth in their user bases.

Sora Finance will continue to operate as a standalone offering for roughly 12 months while Flourish develops a combined deposit and lending solution.